July. The market coughed up a few gains, mostly heat shimmer. The Dow, though, it barely stirred – a 0.1% uptick. Like a man clinging to the ledge of a tall building, hoping no one notices the sweat. The S&P 500 and Russell 2000 had the real action, 2.2% and 1.7% respectively, but we’re not following shiny objects here. We’re looking for solid ground.
The Dow’s thirty blue chips weren’t all glum. A couple managed to break the surface. Two, to be precise. Caterpillar and Nvidia. The ones with a pulse.
1. Caterpillar
Caterpillar (CAT) climbed 12.8% this past month. A solid move. They build the things that build things, the iron horses of the construction and mining game. Engines, turbines – the heavy stuff. Not glamorous, but reliable, like a good .38.
No sudden revelation sparked it, no dramatic announcement. Just a slow easing of the tariff pressure. Turns out, worry is expensive. The market figured out that Trump’s threats were mostly hot air, milder levies than previously advertised. Before the handshake, Caterpillar was budgeting $350 million for tariffs in Q2. A tidy sum, lost to political maneuvering. Q2 numbers drop August 5th. I’ll be watching.
2. Nvidia
Nvidia (NVDA) wasn’t far behind, up 12.6%. They’re in the silicon game, making the brains for everything from video games to those self-driving contraptions everyone’s betting on. They’ve stumbled into a good space with AI, and surprisingly, they turned it into something usable.
The real lift came from Washington, surprisingly. Someone remembered that Nvidia makes things people want, and reversed course on those chip export restrictions to China. Letting Nvidia sell H20 chips to China. Political winds can shift faster than a summer storm. Trade talks continue, a delicate dance. Any thaw would be good for business. Revenue for their last quarter? A clean $44.1 billion, up 69% year over year. Not bad for a company selling smoke and mirrors… or, in this case, semiconductors. Second quarter earnings are due August 27th. I expect a little more than a polite cough.
These aren’t lottery tickets. They’re engineered advantages. The kind that compound over time. The market always has a fever, but these two? They’ve got a pulse that feels… steady. 🧐
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2025-08-05 04:49